Welcome to our dedicated page for Arlo Technologies news (Ticker: ARLO), a resource for investors and traders seeking the latest updates and insights on Arlo Technologies stock.
Arlo Technologies, Inc. reports news tied to its smart home security platform, connected security devices, and subscription services. The company offers cloud-based monitoring and analytics for homes, businesses, and personal security through products such as wire-free Wi-Fi and LTE-enabled cameras, video doorbells, floodlights, security systems, and services including Arlo Secure and Arlo Safe.
Recurring updates cover subscriptions and services revenue, annual recurring revenue, gross margin trends, product and service expansion, investor events, employee equity awards, and capital allocation actions such as stock repurchases. News also reflects Arlo's completed expansion into AI-powered aging-in-place and wellness care services through the acquisition of Aloe Care Health.
Arlo Technologies (NYSE: ARLO) announced that its management will present at two upcoming investor conferences. CEO Matthew McRae is scheduled to speak at the Citi 2026 Global TMT Conference on Wednesday, September 9, 2026 at 2:35 p.m. ET in New York, NY. CFO and COO Kurt Binder will present at the Piper Sandler Growth Frontiers Conference on Tuesday, September 15, 2026 at 9:00 a.m. CT in Nashville, TN. Both presentations will be webcast live on Arlo’s investor relations website, where replays will be made available after the events.
Arlo (NYSE: ARLO) reported second quarter 2026 revenue of $155.9 million, up 21% year over year, driven by subscriptions and services revenue of $93.0 million, up 19% and representing 59.7% of total revenue. GAAP gross margin reached 48.2% and non-GAAP gross margin a record 50.6%, expanding 330 and 480 basis points, respectively.
GAAP net income was $3.0 million (diluted EPS $0.03), and non-GAAP diluted EPS was $0.28, including a $0.07 tariff refund benefit. Adjusted EBITDA was a record $30.6 million, up 70.3% year over year with a 19.6% margin. Annual recurring revenue reached $365.0 million, up 15.6%, with cumulative paid accounts at 6.3 million, up 23.2%.
For full-year 2026, Arlo guides revenue of $580–$600 million, GAAP diluted EPS of $0.11–$0.21, and non-GAAP diluted EPS of $0.90–$1.00. Third quarter 2026 revenue is forecast at $140–$150 million with GAAP diluted EPS between $(0.06) and $0.00 and non-GAAP diluted EPS of $0.17–$0.23.
Arlo Technologies (NYSE: ARLO) granted equity inducement awards to eight new non-executive employees under its 2018 Equity Incentive Plan, consistent with NYSE Rule 303A.08. The awards cover an aggregate of 65,624 RSUs, vesting in four equal annual installments, contingent on each employee’s continued service at each vesting date.
Arlo Technologies (NYSE: ARLO) will hold a conference call with investors and analysts on Thursday, August 6, 2026 at 5:00 p.m. ET (2:00 p.m. PT) to discuss its second quarter 2026 results. The related earnings news release will be issued after the market closes the same day.
Investors can join via toll-free dial-in at (833) 461-5787 or international dial-in at (585) 542-9983 using conference ID 430 549 116. A live webcast and replay will be available on Arlo’s Investor Relations website at http://investor.arlo.com.
Arlo (NYSE: ARLO) is expanding its partnership between Aloe Care Health and Home Helpers Home Care to deploy the new ConnectAI wellness calling service.
The AI-powered solution adds proactive wellness check-ins, medication reminders, alerts, and care insights across Smart Hubs, mobile phones, and landlines to support aging in place at scale.
Arlo (NYSE:ARLO), a smart home security services provider, has been named to Newsweek's Most Trustworthy Companies in America 2026 list, developed with Statista.
Arlo ranks seventh in the Appliances & Electronics category and reports over 11 million registered households and 6 million paid subscribers, with strong customer retention.
Arlo Technologies (NYSE: ARLO) announced that its management will present at the William Blair 46th Annual Growth Stock Conference in Chicago.
The session is scheduled for 10:40 a.m. CT on Thursday, June 4, 2026, and will be available via live webcast and replay on Arlo’s investor relations website.
Arlo (NYSE: ARLO) reported first quarter 2026 results on May 7, 2026: revenue $150.4M, record subscriptions and services revenue of $90.1M (+30.9% YoY), ARR $356.9M (+29.2% YoY), record GAAP gross margin 48.3% and non-GAAP gross margin 50.1%. Record adjusted EBITDA of $30.4M and record GAAP EPS of $0.14 (non-GAAP EPS $0.28). Free cash flow was $25.4M. Business actions: acquisition of Aloe Care, $8.0M share repurchase, and a $6.4M gain on sale of Origin Wireless stake.
Arlo Technologies (NYSE: ARLO) announced inducement equity awards on May 5, 2026 under its 2018 Equity Incentive Plan pursuant to NYSE Rule 303A.08.
The Compensation and Human Capital Committee granted RSUs and PSUs to 25 new non-executive employees covering an aggregate of 556,850 shares. RSUs (464,638 shares) vest in four equal annual installments. PSUs (92,212 shares) vest 0–200% based on achievement of annual recurring revenue and gross margin targets, and all awards are contingent on continued service.
Arlo Technologies (NYSE: ARLO) will hold a conference call on May 7, 2026 at 5:00 p.m. ET (2:00 p.m. PT) to discuss first quarter 2026 results. The company will release its Q1 2026 results after market close on May 7, 2026.
Live dial-in numbers, webcast access and a replay will be available via Arlo's Investor Relations website.